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February 27, 2026
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Founded on April 5, 1993, NVIDIA is headquartered in Santa Clara, California and was created to bring 3D graphics to gaming and multimedia. The company helped define the modern GPU, then expanded its role in parallel computing through CUDA, which opened GPUs to broader scientific and enterprise workloads. Over time, that shift moved NVIDIA from a graphics specialist toward accelerated computing for AI, simulation, and high performance computing.
Today NVIDIA positions itself as a full-stack computing infrastructure company that combines GPUs with data center CPUs, high-speed networking, and a large software layer. CUDA remains the core developer platform, supported by libraries and tools used for AI training and inference, data analytics, simulation, and 3D graphics. The business is organized around four end markets: Data Center, Gaming, Professional Visualization, and Automotive.
In recent product cycles, NVIDIA introduced the Blackwell data center platform and then announced the Rubin platform at CES in January 2026 as its next-generation roadmap for rack-scale AI systems. In the fourth quarter ended January 25, 2026, NVIDIA reported revenue of $68.1 billion, including Data Center revenue of $62.3 billion. For fiscal 2026, revenue totaled $215.9 billion.
NVIDIA designs accelerated computing platforms and sells them as silicon, boards, modules, systems, and software. Revenue is led by Data Center, with Gaming as the second pillar, plus smaller platforms in Professional Visualization and Automotive. In Q4 fiscal 2026 (ended January 25, 2026), NVIDIA reported $68.1 billion of revenue, including $62.3 billion from Data Center, $3.7 billion from Gaming, $1.3 billion from Professional Visualization, and $604 million from Automotive. Full-year fiscal 2026 revenue reached $215.9 billion, with Data Center at $193.7 billion, Gaming at $16.0 billion, Professional Visualization at $3.2 billion, and Automotive at $2.3 billion.
NVIDIA’s moat comes from controlling compute, networking, systems, and software as one stack, which supports platform-level optimization and faster product refresh cycles. CUDA and its library ecosystem anchor developer adoption and raise switching costs for production AI workloads. Data Center results show the scale of that stack, with Q4 fiscal 2026 Data Center revenue split between compute ($51.3B) and networking ($11.0B).
Roadmap visibility extends beyond Blackwell. NVIDIA unveiled the Rubin platform and signaled early cloud deployments, with partner rollouts starting in the second half of 2026. In its Q1 fiscal 2027 outlook, NVIDIA stated it assumes no Data Center compute revenue from China, which frames geopolitics and export rules as a key constraint on incremental growth.
China remains an important end market for NVIDIA across GeForce gaming GPUs and RTX workstation products, plus legacy Data Center demand at cloud and internet platforms. By customer billing location, China (including Hong Kong) contributed $17.1 billion in fiscal 2025 revenue.
The trajectory turned more volatile in fiscal 2026 as U.S. export controls tightened around advanced AI chips and related systems. In the first nine months of fiscal 2026, China (including Hong Kong) revenue totaled $16.6 billion, with a sharp drop to $3.0 billion in Q3 (ended Oct 26, 2025) versus $8.1 billion a year earlier. NVIDIA also disclosed no H20 sales to China-based customers in Q2 fiscal 2026.
In its Q4 fiscal 2026 update, NVIDIA’s Q1 fiscal 2027 outlook assumes no Data Center compute revenue from China, underscoring that China Data Center sales remain constrained.
NVIDIA’s growth path is tied to the buildout of AI data centers and the shift from standalone accelerators to integrated platforms that bundle compute, networking, and software. In Q4 fiscal 2026 (ended January 25, 2026), revenue reached $68.1B, led by Data Center revenue of $62.3B. Full-year fiscal 2026 revenue totaled $215.9B, with Data Center at $193.7B.
The quarter also showed how fast the platform mix is moving. Data Center compute revenue was $51.3B and networking revenue was $11.0B in Q4, highlighting the rising share of fabrics, switches, and interconnect inside AI cluster deployments. NVIDIA guided Q1 fiscal 2027 revenue to $78.0B (±2%).
Cash generation remains a strategic buffer. Q4 free cash flow was $34.9B, supporting reinvestment and shareholder returns.
Dieses Unternehmensprofil wurde von Dominik Diemer verfasst
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